How-to Videos
Comparison
Canvas for Zoho CRM
Take a simple quiz to test your knowledge about Your tasks before getting data into CRM
Skip Take QuizHow-to Videos
- Contents
- Overview
- Quiz
Automation
0/9 VideosTotal: 1h 3 mins
Customization
0/8 VideosTotal: 54 mins
Canvas for Zoho CRM
0/4 VideosTotal: 43 mins
Users and Control
0/2 VideosTotal: 16 mins
Data Administration
0/3 VideosTotal: 17 mins
Multichannel
0/3 VideosTotal: 20 mins
GDPR
0/3 VideosTotal: 22 mins
Others
0/6 VideosTotal: 40 mins
Comparison
The Canvas builder takes things up a notch by allowing you to design your pages exactly the way you want. From effectively arranging data that meets your sales team's needs, to personalizing it to be in par with your organization's branding, it is packed with several exciting benefits.
It's safe to say, Canvas revolutionizes the way you view, consume and work with your CRM. Before adopting this for your team, get to know what best benefits it has to offer, than the default CRM design.
This video answers the major question on why to choose a Canvas view, over the standard view. You will learn this by a deep comparison of Canvas with the default CRM design, along with a list of interesting examples.
Useful link: Customizing Record Detail Page Using Canvas Builder
In the default CRM view, it is a single/double column layout
True
Correct
Well done! In the default CRM view, it is a single/double column layout
False
Incorrect
Sorry! In the default CRM view, it is a single/double column layout
What is the advantage of using Canvas over the default CRM design?
Flexibility in data organization
Incorrect
Sorry! The advantages of using Canvas over the default CRM design include flexibility in data organization, creative designs and custom backgrounds, and illustrations and highlights for better context
Creative designs and custom backgrounds
Incorrect
Sorry! The advantages of using Canvas over the default CRM design include flexibility in data organization, creative designs and custom backgrounds, and illustrations and highlights for better context
Illustrations and highlights for better context
Incorrect
Sorry! The advantages of using Canvas over the default CRM design include flexibility in data organization, creative designs and custom backgrounds, and illustrations and highlights for better context
All of the above
Correct
Well done! The advantages of using Canvas over the default CRM design include flexibility in data organization, creative designs and custom backgrounds, and illustrations and highlights for better context
Compared to the default CRM design, Canvas lets you implement branding in CRM using
Creative designs and custom backgrounds
Correct
Well done! Compared to the default CRM design, Canvas lets you implement branding in CRM using creative designs and custom backgrounds
Flexibility in data organization
Incorrect
Sorry! Compared to the default CRM design, Canvas lets you implement branding in CRM using creative designs and custom backgrounds
Curated action buttons
Incorrect
Sorry! Compared to the default CRM design, Canvas lets you implement branding in CRM using creative designs and custom backgrounds
Canvas provides a 360 degree view of related list data
True
Correct
Well done! Canvas provides a 360 degree view of related list data
False
Incorrect
Sorry! Canvas provides a 360 degree view of related list data
Compared to the default CRM design, Canvas lets you implement data organization by building:
Non-linear pages to organize the data elements in the desired hierarchy
Correct
Well done! Canvas lets you implement data organization by building non-linear pages to organize the data elements in the desired hierarchy
Linear pages with a double column layout
Incorrect
Sorry! Canvas lets you implement data organization by building non-linear pages to organize the data elements in the desired hierarchy
Linear pages with a single column layout
Incorrect
Sorry! Canvas lets you implement data organization by building non-linear pages to organize the data elements in the desired hierarchy
Logical styling of data using conditions is possible with Canvas
True
Correct
Well done! Logical styling of data using conditions is possible with Canvas
False
Incorrect
Sorry! Logical styling of data using conditions is possible with Canvas
Compared to the default CRM deign, Canvas lets you customize action buttons by:
Displaying all action buttons
Incorrect
Sorry! Canvas lets you customize action buttons by displaying only required action buttons
Displaying only required action buttons
Correct
Well done! Canvas lets you customize action buttons by displaying only required action buttons
Hiding all action buttons
Incorrect
Sorry! Canvas lets you customize action buttons by displaying only required action buttons
Compared to the default CRM deign, Canvas lets you logically style and present data based on:
Specific permissions
Incorrect
Sorry! Canvas lets you logically style and present data based on specific conditions
Specific roles/profiles
Incorrect
Sorry! Canvas lets you logically style and present data based on specific conditions
Specific conditions
Correct
Well done! Canvas lets you logically style and present data based on specific conditions
What gives a better context and has massive visual impact using Canvas?
Importing data
Incorrect
Sorry! Custom background and image gives a better context and has massive visual impact using Canvas
Standard grayish-white design
Incorrect
Sorry! Custom background and image gives a better context and has massive visual impact using Canvas
Custom background and image
Correct
Well done! Custom background and image gives a better context and has massive visual impact using Canvas
Question: 1 of 9
You scored /9
Feedback
Was it helpful?
Your inputs will help us understand your needs and guide you in the right direction